Seeking Alpha
  • Bret Kenwell
    anyone's thoughts on CSCO they report tomorrow i think..the company has appeared to turn things around but do you think they beat/guide up?
    2/7/12
    Reply (16)
    • phemale60: Credit Suisse and JPMorgan like it --- sounds good to me.
      2/7/12
    • Bret Kenwell: yeah I know people like it goldman i think does too. but a lot of people liked DIS going into last night and it didnt react accordingly
      2/8/12
    • phemale60: DIS did OK, missed on revs. but not hurt today. Up .55 now. I betcha CSCO comes thru
      2/8/12
    • Bret Kenwell: Yes, DIS did ok, but not for all the hype they had pre earnings. CSCO I expect a beat, its up to the guide i believe
      2/8/12
    • phemale60: We will soon find out! Good luck!
      2/8/12
    • phemale60: I have a twofer after 4 -- WFM as well as CSCO. That stock has been great for me since 2010, but anything can happen.
      2/8/12
    • Bret Kenwell: I have a handful of csco mar calls so that seems to be working out, though you never know tomorrow after the open. WFM i wanted badly but
      2/8/12
    • Bret Kenwell: i talked myself out of it and decided to stay more conservative and just stick with the CSCO calls. they wouldn't hurt me as much haha
      2/8/12
    • phemale60: Looks like both did great -- to my understanding. Will have to read more after work.
      2/8/12
    • Bret Kenwell: I went back to work for a few hours after the close. Judging by the chart, at 5pm CSCO sold off. wonder if it was something in conf. call.
      2/8/12
    • PYRAMIDHUNT: The iv on the March calls are higher than aprils so that's why I bought those. So the drop in iv will be less than marchs
      2/8/12
    • PYRAMIDHUNT: Csco will be back up....analyst upgrades and price target changes
      2/8/12
    • Bret Kenwell: yeah i feel the same. they sold off after the conf. call but tomorrow they will pop back up. No worries there to my belief.
      2/8/12
    • phemale60: I agree, definitely worth holding; target raised to $30 recently as well.
      2/8/12
    • phemale60: CSCO down as much as .62 earlier but pulling back --- had me a bit worried. Darn downgrade by MKM Ptrs.
      2/9/12
    • Bret Kenwell: I know hoping that it can push higher and finish positive this week.
      2/9/12